Deutsche Bank Cil
The Equity View - Fresh Money Ideas — Overview
■ The Equity View Overview
■ This is the third edition of this quarterly publication, where we present each of our teams' strongest investment ideas over the next
twelve months.
■ Below are our European "Fresh Money Ideas". In this report, each idea is summarized and grouped together by sector (SELLs in RED):
Consumer: B&M, BAT, Bovis Homes, Carrefour
- Financials: Aroundtown Properties, AXA, Banco Santander, Credit Suisse Group, Prudential
- Healthcare: AstraZeneca, Fresenius, Shire
Energy, Materials & Industrials: ABB, ArcelorMittal, BAE, Continental, DSM, Glencore, Kingspan, Linde, Renault, Royal Dutch
Shell, RWE
- TMT: Eutelsat, Infineon, Informa, KPN, Sophos, Vodafone
- Business Services, Leisure & Transport Deutsche Lufthansa, Royal Mail, SGS, Vinci
■ One slide per stock, valuation and catalysts plus links to the latest research.
■ The prior iteration (04-Oct-17) [AB Foods, BAT, Bovis Homes, B&M, H&M, Imperial Brands, Ocado, Tesco, AXA, Credit Suisse,
Deutsche Wohnen, Prudential, AstraZeneca, Coloplast, Shire, ArcelorMiittal, BP, Centrica, Covestro, GKN, HeidelbergCement, Linde,
Renault, Rio Tinto, RWE, AccorHotels, ADP, Cineworld, Deutsche Post, IAG, Aixtron, Informs, Micro Focus, Telefonica, Telia, TF1] saw
an average price gain to 04-Jan-18 of 4.2%, vs SXXP at 0.9% (Past performance is not a guarantee of future performance; This data
does not include transaction costs; more information is available upon request)
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